Saved views

Many lists, such as the charge review queue, providers, procedure codes and tasks, can remember how you set them up. Click Views on the list's toolbar.

Saving a view#

Set the filters, sorting and columns you want, then click Views > Save as new. Name the view and choose who sees it:

• Private: only you.
• Shared: published to colleagues who can open the list. Sharing needs permission to manage that list.

Pick a view from the Views menu to apply it. If you change the list afterwards, a dot shows the view is modified; click Save to update it or Reset to go back.

Adding a colleague's view#

A shared view does not appear in everyone's menu by itself. Click Views > Browse shared views to see every view colleagues published on that list, who published it and how many people use it. Click Add to my views to put one in your Views menu, or Remove from my views to take it out.

When the person who published a view makes it private again or deletes it, it leaves every colleague's menu.